HNWAG
High Net Worth Advisory Group’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
3,938
-2,232
| -36% | -$680K | 0.32% | 69 |
|
|
2025
Q1 | $1.78M | Hold |
6,170
| – | – | 0.5% | 50 |
|
|
2024
Q4 | $1.49M | Sell |
6,170
-50
| -0.8% | -$12.1K | 0.42% | 60 |
|
|
2024
Q3 | $1.51M | Hold |
6,220
| – | – | 0.41% | 60 |
|
|
2024
Q2 | $1.34M | Hold |
6,220
| – | – | 0.41% | 57 |
|
|
2024
Q1 | $1.28M | Sell |
6,220
-252
| -4% | -$51.8K | 0.4% | 59 |
|
|
2023
Q4 | $1.24M | Sell |
6,472
-585
| -8% | -$112K | 0.46% | 52 |
|
|
2023
Q3 | $1.21M | Sell |
7,057
-147
| -2% | -$25.2K | 0.48% | 53 |
|
|
2023
Q2 | $1.28M | Buy |
7,204
+200
| +3% | +$35.7K | 0.5% | 53 |
|
|
2023
Q1 | $1.28M | Sell |
7,004
-472
| -6% | -$86.5K | 0.52% | 53 |
|
|
2022
Q4 | $1.27M | Buy |
7,476
+1,109
| +17% | +$188K | 0.49% | 53 |
|
|
2022
Q3 | $985K | Buy |
6,367
+480
| +8% | +$74.3K | 0.42% | 58 |
|
|
2022
Q2 | $992K | Buy |
5,887
+1,045
| +22% | +$176K | 0.41% | 59 |
|
|
2022
Q1 | $875K | Buy |
4,842
+485
| +11% | +$87.6K | 0.32% | 71 |
|
|
2021
Q4 | $745K | Buy |
+4,357
| New | +$745K | 0.26% | 79 |
|